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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,679 | $78,690-55.9% | $161,489-78.5% | $87,485-60.4% |
| Participation rate | 67.3% | 67.5%-0.1pp | 78.7%-11.3pp | 68.9%-1.6pp |
| Annual return | 24.03% | 32.74%-8.7pp | 89.72%-65.7pp | 26.06%-2.0pp |
| Employer contribution / active EE | $1,637 | $2,588-36.8% | $4,268-61.6% | $2,596-36.9% |
| Participant deferral / active EE | $3,197 | $3,311-3.4% | $5,630-43.2% | $4,274-25.2% |
| Admin fee / account holder | $2,597 | $6,724-61.4% | $16,006-83.8% | $7,775-66.6% |